by Jacob Allred | May 19, 2015 | Tips
In some situations you may want to hide the PayPal button for a specific order form or shopping cart. Perhaps you are running an A/B test to find out if the PayPal button affects conversions, or maybe your PayPal account has limitations do to your geographic location. Whatever reason you have, hiding the PayPal button is incredibly easy and can be accomplished with just a few lines of JavaScript. If you want to hide the button on an order form, add the below code to the Custom Header section on the HTML Areas tab of the order form settings page. Shopping carts are a little different. You’ll need to create a theme to use for orders that shouldn’t have the PayPal button. Add the below code to the Custom Header section on the HTML Areas tab of the theme’s settings page. <script type="text/javascript">// <![CDATA[ jQuery(document).ready(function() { jQuery("#checkoutWithPayPalLink").hide(); jQuery("#payPalType").parent().hide(); }); // ]]></script> That is it! The PayPal button will be hidden as soon as the page loads. Keep in mind that Infusionsoft frequently updates the shopping cart and order form code. If this isn’t working for you, it may be time to...
by Jacob Allred | May 12, 2015 | Tips
An easy way to keep your business in the front of a contact’s mind is to send them an occasional friendly note. A birthday is an excellent opportunity for this type of communication. Infusionsoft makes it easy to both collect a contact’s birth date, and to automatically send an email on the proper date. Collect the birth date Log into your Infusionsoft app and go to the Campaign Builder page. Click the Get Campaign Templates button in the upper right corner. Search for birthday. Hover over the Birthday Collection campaign, then click the Install button. This will copy the campaign into your app. Open the campaign and follow the instructions provided in the campaign. You’ll need to take a few minutes to customize the emails provided in the campaign sequences. You can manually add people to the campaign, or use another campaign to add a tag to your contacts that will cause them to enter the campaign. Once you publish your campaign, you are good to go! Any contacts that enter the campaign will get a friendly email asking them to provide their email address. This is all handled automatically so you don’t have to manually type anything into Infusionsoft. Send a birthday message Log into your Infusionsoft app and go to the Campaign Builder page. Click the Get Campaign Templates button in the upper right corner. Search for birthday. Hover over the Birthday Reminders campaign, then click the Install button. This will copy the campaign into your app. Open the campaign and follow the instructions provided in the campaign. Customize the birthday email to be relevant to your business. You could even include a special offer for your contact. Once...
by Jacob Allred | May 5, 2015 | Tips
It is often helpful to get a notification when a web form is filled out by a contact. However, the default notifications in Infusionsoft can be less than useful. In fact, the only part you can customize is the subject line! This trick gives you the ability to create a completely custom notification email that includes all of the contact information you want. Disable web form notification The first step is to disable the built-in web form notification. Edit your web form, go to the settings tab, and make sure the Send an Email To: field is blank. Create a follow-up sequence Next, create a sequence after your web form in your campaign and add an email to it. This sequence will send your notification email. Change the To: field to your email address. You can use merge fields to put contact info into the subject line and the body of the message. Mark your email and sequences as ready, and publish your campaign. What happens next? When your contact fills out the web form they’ll move through your campaign to the notification sequence. Infusionsoft will fill in your merge fields with their details, then send the email to you. And that is it! You now have a completely customized web form notification...
by Jacob Allred | Apr 28, 2015 | Tips
The Infusionsoft API gives you the power to extend your marketing efforts outside of Infusionsoft and to tie all of your business tools together. Want to use SurveyMonkey responses to trigger campaigns? Want to sync your customers between your front office software and Infusionsoft? Want to let your customers schedule their own appointments? The API makes all of this possible. There are many integration solutions available for Infusionsoft that use the API. We offer several (including a SurveyMonkey integration), and there are a pile more in the Infusionsoft Marketplace. These solutions make it possible to quickly and affordably use the API to improve your business processes. But what if you need something unique? You have two options: hire a developer or write the code yourself. Hire a developer If you choose to hire a developer, we recommend choosing one that already has experience with the Infusionsoft API and that focuses on Infusionsoft development. You can find several in the Infusionsoft Marketplace. Do it yourself If you have some programming knowledge or need something very simple, you may be able to work with the API on your own. Everyone at some point runs into a problem or needs to reference the documentation, so I’ve put together a list of the most useful API developer resources. DIY resources API documentation – Tells you what API features are available and how to use them. Table reference – To get data into or out of Infusionsoft, you need to know how the data is stored. The table reference gives you this information. It can be a bit confusing because some table names don’t match the current vernacular (for example, groups are actually...
by Jacob Allred | Apr 21, 2015 | Tips
Did you know that Infusionsoft has the built-in ability to copy contacts between Infusionsoft apps, based on any criteria you specify, without having to manually use the API? There are many situations where this could be useful. For example, you may want your UK contacts to go to one app and your US contacts to another. This would allow you to show region-specific pricing options to your contacts. Or maybe you’ve partnered with a business in a related field. Using this technique you can automatically send them any contacts that don’t qualify for your services but do qualify for your partner’s services. To accomplish this we are going to use the relatively unknown and undocumented lead distribution feature. Configuration and usage is fairly simple once you know what you are doing, so I’ll walk you through it. For this tip to be useful you’ll need at least two Infusionsoft apps. For this example we’ll call our apps Washington (to represent an app targeting US contacts) and George (to represent an app targeting UK contacts). Establish a relationship between the apps Open the primary Infusionsoft app. For our example, all of our contacts will be coming into Washington and will be copied to George if they live in the UK, so we need to open the Washington app. Go to Admin→Settings, then choose Relationships in the Collaboration Settings section. This feature uses the API key from the second app, so enter your second app name and API key. For this example, the second app name is George. Click Save. Create a lead distribution rule table Next we need to tell Infusionsoft what our criteria is for copying...
